Add more control of editing and sending calendar/scheduling alert emails sent to clients and groups
I have a very tightly booked schedule and sometimes make mistakes and have to fix something, particularly while making future appointments. I feel this should happen behind the scene until things are right. However, people who are subscribed the portal get notification of everything I do immediately, even it's an error. It's annoying to all of us. I think there should be a way to stop this feature. Currently, if I make an error, I have to delete their text and email address, then make the changes, then put the email and phone number back in. It makes me want to dump the portal altogether. Please add a way for me to have better control of this feature.

We’re excited to let you know this suggestion has been implemented! Today we released an update that allows more control over what scheduling notifications are sent to clients. You can learn how to update these settings in our Knowledge Base: https://help.theranest.com/en/articles/4595489-manage-client-portal-appointment-notifications
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Tina Still commented
Calendar appointments easily move when clicked on, even when a move is not intended. This move automatically sends an email to the provider and client. It would be helpful to have an alert, after the appointment is moved, asking the mover if they would like to send an email notifying all parties of the move.
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Raelyn Sprenkle commented
allow for more specificity in setting appointment reminders and alerts -- for example allowing to specify if client receives an alert any time an appointment is changed vs. client only receiving an alert as a reminder the day before their appointment.
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Desiree Patrice commented
Yes, it's imperative that this is changed! It does harm for patients to get these emails, and turning off email contact to make the appointment and then to turn it back on to send them a copy of their invoice, for example, is a failing of the system.
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Grace Norberg commented
I completely agree. I have had clients think their appointments were cancelled when I was simply deleting an accidentally duplicated appointment. I only want my clients to receive an appointment reminder email, which is the only thing I checked off! I
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Christina Beauzile commented
This feature needs to be addressed ASAP. It does not give the clinicians a professional appearance especially for new practices. Backend activity should not be displayed to clients.
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Francine Farrell commented
Yikes! This automated emailing of changes to appointments via the client portal is a nightmare! When we change the attendees at a group, we have to cancel the group, add or subtract the names of attendees, then reschedule the group. It is making the group members think we have actually cancelled their group and email us to ask. This is taking WAY too much time and effort. PLEASE fix this. Let us turn off the notifications via the client portal.
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Jennifer Disch commented
Please change this feature! Please set a delay (like 10 minutes) so clients are notified with the final change, instead of the errors that may occur when changing appointments. Thank you.
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Jennifer Edwards commented
Do not automatically send emails to my clients when i delete an appointment telling them it is canceled. Delete is different than cancel. If I want to cancel an appointment, I will cancel it and you can send an email for that but deleting it is an administrative act and should not lead to emailing my clients. At the very least put a button somewhere in my preferences to not send emails to any of my clients when make edits to my calendars.
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Danna Peterson commented
I really would like just the option to shut off email notifications organization-wide for a temporary time when I am adjusting appointments, etc. It would be nice to not have all the confusion that the emails cause when I go back and add an appointment that was last minute or when I adjust the time to 45 minutes rather than 60 minutes etc. The lack of control over this feature alone makes me want to change software.
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Susan Earnst commented
I agree that I would like more control over which types of emails the client portal sends to clients. I prefer that the portal not send the client changes that I make to appointments, but I do want the portal to send the client invitations to the portal and specific forms that I want them to fill out.
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Brittany Best-Garverick commented
I agree with the comments on here. With the use of telehealth, I am currently having to hold clients' spots on my calendar with a regular appointment, delete that appointment, and create a new one with a telehealth link. I'm having clients get confused, thinking that I have cancelled their appointment. Please give us an option for to opt out of client receiving calendar notifications when we make changes to our schedule.
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Kathryn Rizqallah commented
Yes I could not agree more with Michala Comer (below). Our clients are getting notifications one after the other as we have to cancel and re-enter appointments. Then when we want them to pay attention to an email we send out it is getting missed or deleted. This is especially true with having to move everyone over to Teletherapy. There should be a way we can turn off notifications to all clients on the portal when transitions in schedules are happening (like now)!!
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Michala Comer commented
Please change this feature NOW. Especially with using telehealth. At this time, we cannot make a reoccurring session telehealth. Therefore, I have to cancel the appointment, add the appointment again (as non reoccurring), and then designate it as telehealth. This sends multiple emails to my clients. They are not happy with it!! They get enough emails and do not need these.
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Michala Comer commented
As I change, cancel, set appointments for clients, I do not want an email notification sent to them each time I do this within my calendar. If I make a mistake, the clients are getting multiple emails which confuses some of them and then time is spent explaining where I erred instead of using that time for counseling.
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emily.smith commented
This is a terrible function currently of Theranest. Needs immediate improvement. We need to be able to have email functionality for invoices with clients, but this calendar notification needs to be able to be disabled. It's a major problem in our office and causes huge anxiety for our clients. We get complaints about this constantly.
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Anonymous commented
Yes
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Jan Bartel commented
I would like to make a request about being able to change the recurring appointments clients to Telehealth.
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Yvonne O'Brien commented
My suggestion to avoid all the frustration caused by the emails to clients is to put the email/don't email control in the calendar rather than the client profile. This way when we are making adjustments to the calendar we do it all in the same place and then remember to turn it off or on again. For example, what if the control was for dates not per client in the calendar.
Like other comments here, I've experienced confusion with clients because I didn't even know they were getting emails! I'm not sure that is clear when making the client profile as there are a lot of moving parts to this system.
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Eleanor Hooper commented
Please make it possible for practitioners to turn off the auto-notifications that get sent out when I make changes to a client's appointment. Sometimes, I put their time in the calendar incorrectly or have to backdate or change appointments moving forward and I have to change client times and I do not want them to see it. This IS VERY IMPORTANT! Please make this possible!
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Stefanie L. Canter-Karp commented
YES!!!!! Our clients don't need to see what we do on the back end. Allow us to specify the time we want to send our appointment reminders out at so they only get one notification. This is a deal breaker for us and if it's not fixed soon we will be switching to a different system